PSG Admin - Donors/Action: How to edit or delete a donor's payment method

How to edit or delete a donor's payment method

  1. Go to the Donors tab.
    Donors_CNG.png

 

  1. Locate the donor record and select the Action button.
    Donor_-_Action.png

 

  1. Select the option for Payment Profiles.
    Donors_-_Action_-_Payment_Profiles.png

 

  1. Select the payment method you wish to edit.
    • To delete the payment method select the option to delete card or delete bank account
      • Note: if you delete a payment method, you may still see it until you log out of your account and log back in.
    • to edit the payment method select the option to edit card or edit bank account.
      Donors_-_Action_-_Payment_Profiles_-_Edit_Screen.png

 

  1. You may now select Close.  
Have more questions? Submit a request

Comments

1 comment
  • Again this solutiondoes not address HOW A PARISHIONER and NOT how an OLG manager can make changes!

Please sign in to leave a comment.